CRD: 129052
PNC Wealth Management LLC
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- Custodian
- Broadridge · Fidelity/NFS · PNC
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 09-17-2003
- Office Locations
- 708
Office Locations
About PNC Wealth Management LLC
PNC Wealth Management LLC provides bank-integrated wealth management and financial planning, pairing financial wellness conversations with professionally managed accounts and portfolio construction across mutual funds, ETFs, and fixed income, with options spanning alternatives and ESG/SRI. Serves retail and institutional relationships, including business owners, supported by PNC’s digital platform (PNC Mobile/Virtual Wallet tools like Money Bar).
Reported data analysis
What the numbers show
Between October 17, 2025 and June 30, 2026, reported AUM increased 14.1%, from $26.5B to $30.3B.
Across 5 reported observations, AUM increased 14.6% between December 5, 2022 and June 30, 2026, from $26.4B to $30.3B.
Of the latest reported AUM, 93.2% is discretionary and 6.8% is non-discretionary.
The firm reports 825 advisory representatives and 164,105 clients, or 198.9 clients per representative. That equates to $184.5K in reported AUM per client.
The profile lists 708 reported office locations and 22 years in operation. The source data was last updated on June 30, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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Owner & Executives
SEAN FLYNN
Chief Compliance Officer
- CRD
- #2790159
- Ownership
- Less than 5%
RICHARD ROBERT GUERRINI
Chief Executive Officer, Managing Director, President
- CRD
- #1990015
- Ownership
- Less than 5%
Showing 2 of 10 owners & executives
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JASON MICHAEL ABBAMONTE
Financial Advisor
- CRD
- #5535997
CHAD ADAMS
Senior Vice President - Wealth Management
- CRD
- #5804903
Showing 2 of 1319 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $28,204,261,140 | $174,620 |
| Non-Discretionary | $2,068,811,522 | $800,314 |
| Total | $30,273,072,662 | $184,476 |
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Separately Managed Accounts
SMA allocation detail is available
PNC Wealth Management LLC has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
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